Purchases and Sales Made in Q2 2024 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
286KNew |
$17.9M - $19.3M
|
286K
$19M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
183KNew |
$11.5M - $12.4M
|
183K
$12.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
182KNew |
$11.4M - $12.3M
|
182K
$12.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25.8KNew |
$1.62M - $1.74M
|
25.8K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.8KNew |
$1.31M - $1.4M
|
20.8K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17.8KNew |
$1.12M - $1.2M
|
17.8K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.5K+ 126.26% |
$1.1M - $1.18M
|
31.4K
$2.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 26.24% |
$1.09M - $1.18M
|
83.9K
$5.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3K+ 55.56% |
$1.09M - $1.17M
|
48.5K
$3.23M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.21K+ 144.19% |
$515K - $553K
|
13.9K
$925K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
7.43K+ 30.58% |
$466K - $501K
|
31.7K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.97K+ 290.58% |
$437K - $470K
|
9.37K
$624K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
6.64K+ 39.19% |
$416K - $447K
|
23.6K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.64K+ 46.85% |
$416K - $447K
|
20.8K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.36KNew |
$399K - $429K
|
6.36K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.3KNew |
$395K - $425K
|
6.3K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.14K+ 120.46% |
$385K - $414K
|
11.2K
$747K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.22KNew |
$327K - $351K
|
5.22K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.21KNew |
$327K - $351K
|
5.21K
$347K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.03KNew |
$253K - $272K
|
4.03K
$268K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.25KNew |
$204K - $219K
|
3.25K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.67K+ 156.75% |
$168K - $180K
|
4.38K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.59K+ 7.28% |
$162K - $174K
|
38.2K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.27K+ 9.46% |
$143K - $153K
|
26.3K
$1.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
2.2K+ 200.0% |
$138K - $148K
|
3.3K
$220K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.74K+ 24.73% |
$109K - $117K
|
8.78K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.62K+ 32.43% |
$101K - $109K
|
6.6K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.29K+ 9.34% |
$80.9K - $86.9K
|
15.1K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.29K+ 695.14% |
$80.7K - $86.7K
|
1.47K
$97.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.18K+ 6.38% |
$74K - $79.5K
|
19.7K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.18K+ 53.6% |
$73.8K - $79.3K
|
3.37K
$224K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.15K+ 74.42% |
$72.3K - $77.6K
|
2.7K
$180K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
948+ 2.44% |
$59.5K - $63.9K
|
39.8K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
594+ 5.22% |
$37.3K - $40K
|
12K
$797K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
591+ 12.22% |
$37.1K - $39.8K
|
5.43K
$361K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
547+ 2.02% |
$34.3K - $36.9K
|
27.7K
$1.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
521+ 35.64% |
$32.7K - $35.1K
|
1.98K
$132K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
465+ 8.3% |
$29.2K - $31.3K
|
6.07K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
456+ 1.7% |
$28.6K - $30.7K
|
27.3K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
435+ 3.09% |
$27.3K - $29.3K
|
14.5K
$965K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
429New |
$26.9K - $28.9K
|
429
$28.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
390New |
$24.5K - $26.3K
|
390
$26K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
379New |
$23.8K - $25.5K
|
379
$25.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
304+ 31.83% |
$19.1K - $20.5K
|
1.26K
$83.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
286+ 34.67% |
$17.9K - $19.3K
|
1.11K
$73.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
266+ 7.45% |
$16.7K - $17.9K
|
3.84K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
248+ 8.29% |
$15.6K - $16.7K
|
3.24K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
216New |
$13.5K - $14.6K
|
216
$14.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
194+ 1.18% |
$12.2K - $13.1K
|
16.6K
$1.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
171New |
$10.7K - $11.5K
|
171
$11.4K
|